Huaxi Securities: High-end lithium batteries + PCB products ramping up, copper foil industry enters a period of volume and profit growth

GateUser-bd883c58 · 2026-04-09T01:38:45+00:00

Huaxi Securities research report states that AI technology development will promote the scale growth of PCB copper foil, further squeezing the capacity of lithium battery copper foil. Due to the heavy asset nature of the copper foil industry and high copper prices, future capacity supply will be tight, processing costs will rise, and supplier profitability will improve.

GateUser-bd883c58

2026-04-09 01:38:45

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Ask AI · How will AI technology affect the capacity allocation of lithium batteries and PCB copper foil?

Every-day Economic News AI Flash: a research report from Huaxi Securities says that copper foil is a clearly defined heavy-asset industry, and that its core raw material—copper prices—is relatively high, resulting in a larger cash flow draw. Therefore, in the early stage, the scale of newly added capacity is limited. In addition, under the trend of rapid growth in demand for power + energy storage batteries, capacity supply is relatively tight, and processing fees have shown an upward trend. Moreover, driven by the rapid development of AI technology, PCB copper foil is expected to achieve large-scale volume expansion, which will further crowd out capacity for lithium battery copper foil. Combined with high product performance requirements and relatively high process complexity, the processing fee outlook is fairly attractive, which will improve suppliers’ profitability.

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